COMP <GO>

SIRI vs META // RETURN ON INVESTED CAPITAL (ROIC)

SiriusXM Holdings Inc. (NASDAQ) VS. Meta Platforms, Inc. (NASDAQ) • 15-METRIC TALLY: SIRI 6 — META 9

▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: META

LAST: $29.01 (+1.19%) • MKT CAP: $9.66B

roic

6.40%

LAST: $614.99 (-1.53%) • MKT CAP: $1.57T

roic

18.19%

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SIRI VS. META) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	SIRI	META	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	52.40%	81.03%	-28.63	META	/gross-margins <GO>
Return on Invested Capital (ROIC) ACTIVE	6.40%	18.19%	-11.79	META	/roic <GO>
EV/EBITDA & P/E Valuation	8.0x	16.3x	-8.34	SIRI	/valuation <GO>
Free Cash Flow Yield	12.88%	1.82%	+11.06	SIRI	/fcf-yield <GO>
Operating Margin	17.20%	32.86%	-15.66	META	/operating-margins <GO>
Net Profit Margin	9.40%	31.15%	-21.75	META	/net-margins <GO>
Revenue Growth (YoY)	-1.60%	27.53%	-29.13	META	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.00%	0.34%	-0.34	META	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	1.35	6.25	-4.90	META	/balance-sheet <GO>
Piotroski F-Score Quality	7/9	4/9	+3.00	SIRI	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	6.50%	8.11%	-1.61	SIRI	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	68.6	33.2	+35.40	SIRI	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	0.89	1.39	-0.50	META	/macro-sensitivity <GO>
Forward P/E Multiple	11.2x	22.3x	-11.08	SIRI	/forward-pe <GO>
Enterprise Scale & Market Cap	$9.66B	$1.57T	-$1.56T	META	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	SIRI REV	META REV	SIRI GROSS %	META GROSS %	SIRI FCF	META FCF
FY 2025	$8.56B	$200.97B	52.4%	82.0%	$1.25B	$46.11B
FY 2024	$8.70B	$164.50B	53.1%	81.7%	$1.01B	$54.07B
FY 2023	$8.95B	$134.90B	44.0%	80.8%	$1.43B	$44.07B
FY 2022	—	$116.61B	—	78.3%	—	$19.29B
FY 2021	—	$117.93B	—	80.8%	—	$38.99B

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

SIRI // BETA 0.89

META // BETA 1.39